Ajmal Hussain

Ajmal Hussain

Software & Internet Analyst

Software and internet analyst focused on SaaS, platform businesses, and AI application layers. Former growth analyst with experience in ARR modeling, churn/NRR analysis, and competitive positioning. Writes with a product-first lens: why users adopt, why they stay, and what drives pricing power.

Articles 743

Massive Ice Storm Threatens U.S. Heartland and East Coast, Triggering Extensive Preparations
Jan 22, 2026 News & Politics

Massive Ice Storm Threatens U.S. Heartland and East Coast, Triggering Extensive Preparations

Nearly half the U.S. population braces for severe wintry conditions from the Southwest to New England

A formidable ice storm is poised to impact a vast swath of the United States, extending from New Mexico to the Carolinas and up the East Coast. Weathe...

House Speaker Mike Johnson Endorses Impeachment Moves Against Two Federal Judges
Jan 21, 2026 Business News

House Speaker Mike Johnson Endorses Impeachment Moves Against Two Federal Judges

Johnson cites significant judicial overreach in cases involving former President Trump and his affiliates

House Speaker Mike Johnson expressed his support for impeaching two federal judges, James Boasberg and Deborah Boardman, whom conservatives accuse of ...

Jan 21, 2026 Finance

Ondo Finance Integrates Broad Traditional Assets into Solana Blockchain Ecosystem

Hundreds of Tokenized Stocks, ETFs, Bonds, and Commodities Now Accessible on Solana via Decentralized Protocol Jupiter Exchange

Ondo Finance expanded its blockchain asset offerings by launching over 200 tokenized traditional financial instruments on Solana's network. This initi...

Jan 21, 2026 Finance

GameStop CEO Increases Stake Amid Stock Price Rally

Ryan Cohen’s consecutive stock purchases highlight alignment with shareholders and ambitions for company growth

GameStop Corp's shares experienced gains in after-hours trading following CEO Ryan Cohen’s open market acquisitions totaling one million shares over...

Jan 21, 2026 Trade Ideas

Newmont: Buy the Safe-Haven Trade — Turning Geopolitical Risk Into Value

Large-cap gold exposure with cleaner balance sheet, steady cash flow and an asymmetric upside if safe-haven flows accelerate

Trade idea - Go long NEM around $118-122. Entry zone $116-122; initial stop $104 (≈12% downside); targets $135 (near-term) and $155 (medium-term). T...

Trade Idea Long
Jan 21, 2026 Trade Ideas

Navitas 2.0: A GaN / SiC Power Play Tied to the AI Data‑Center Cycle

Actionable trade: long NVTS around the 9s for a swing into 15–20 on data‑center adoption — stop tight, thesis dependent on execution and partnerships.

Navitas has moved from a pure fast‑charging GaN story into the intersection of GaN + SiC power for high‑voltage, high‑density AI data‑center p...

Trade Idea Long
Jan 21, 2026 Trade Ideas

Lululemon: A Good Business, A Risky Turnaround - Tactical Short Idea

Retail pain points and corporate turmoil make LULU a high-risk turnaround for patient capital — favor a tactical short on rallies.

Lululemon remains a profitable, high-margin apparel brand, but uneven cash flow, rising inventory, management turnover and tariff/operational noise ma...

Trade Idea Short
Jan 21, 2026 Trade Ideas

Buy the M&A Narrative: Grid Dynamics After the Pullback

Upgrading to a tactical Buy — play the company's inorganic runway and clean balance sheet after earnings volatility

Grid Dynamics (GDYN) has been under pressure since its 2023-2024 peaks, but the business is cash-generative, posting sequential revenue growth through...

Trade Idea Long
Jan 21, 2026 Trade Ideas

Progress Software: Funding the Next Buy — ARR Build and M&A Optionality Make This a Tactical Long

Q3 strength, a $1.4B debt-funded balance sheet and new AI product momentum set up a tradeable re-rating as Progress reloads for deals

Progress Software (PRGS) just delivered stronger operating cash flow and a beat-driven rerate after its Q3 results. With revenues approaching $250M/qu...

Trade Idea Long
Jan 21, 2026 Finance

CoreWeave Shares Experience Volatility Amid Rising Geopolitical Risks and Market Dynamics

Investors React to Tariff Threats and Nordic Expansion Amid Mixed Technical Indicators

CoreWeave Inc's stock has encountered downward pressure this week amid heightened geopolitical tensions and market uncertainty. The company's signific...